Ruth E. Delaney,  CFP<sup>&reg;</sup> - Financial Advisor

Ruth E. Delaney, CFP®

ChFC, CLU

Financial Advisor

Concierge Financial Organization, Inc.

4610 N Central Ave
Tampa, FL 33603
FINANCIAL ADVISOR'S WEBSITE
(800) 969-9568
(813) 374-9676

General

Ruth Delaney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Concierge Financial Organization, Inc. in Tampa, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA, MS, CLU, ADPA

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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